PWM
PBMares Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Buy |
215,494
+17,811
| +9% | +$586K | 1.3% | 17 |
|
|
2025
Q1 | $5.76M | Buy |
197,683
+17,942
| +10% | +$522K | 1.15% | 17 |
|
|
2024
Q4 | $4.78M | Buy |
179,741
+15,714
| +10% | +$418K | 0.98% | 21 |
|
|
2024
Q3 | $4.77M | Buy |
164,027
+51,077
| +45% | +$1.48M | 1% | 21 |
|
|
2024
Q2 | $3.04M | Buy |
112,950
+18,495
| +20% | +$498K | 0.75% | 26 |
|
|
2024
Q1 | $2.57M | Buy |
94,455
+20,765
| +28% | +$565K | 0.67% | 29 |
|
|
2023
Q4 | $1.9M | Buy |
73,690
+17,427
| +31% | +$449K | 0.57% | 32 |
|
|
2023
Q3 | $1.34M | Buy |
56,263
+5,200
| +10% | +$124K | 0.48% | 43 |
|
|
2023
Q2 | $1.21M | Buy |
51,063
+5,639
| +12% | +$133K | 0.43% | 44 |
|
|
2023
Q1 | $1.08M | Buy |
45,424
+3,226
| +8% | +$76.8K | 0.4% | 46 |
|
|
2022
Q4 | $937K | Buy |
42,198
+6,063
| +17% | +$135K | 0.38% | 51 |
|
|
2022
Q3 | $671K | Buy |
36,135
+12,161
| +51% | +$226K | 0.29% | 63 |
|
|
2022
Q2 | $505K | Buy |
+23,974
| New | +$505K | 0.22% | 92 |
|